Acrisure

Surety Bond Account Manager

Acrisure

full-time

Posted on:

Location Type: Hybrid

Location: Saint Petersburg • Florida • United States

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About the role

  • Assist customers in identifying and providing for their bond needs
  • Work directly with the client, client advisors and Surety Company representatives in handling the execution of all types of surety bonds
  • Maintain and update client financial and bond files
  • Receive and dispatch correspondence promptly
  • Review contracts and bond forms and extract relevant information
  • Ensure the accuracy of bid and final bond requests
  • Prepare bid and final bonds
  • Keep clients frequently updated on request status
  • Process final close-outs for premium audits
  • Process Billing Accounts Receivable follow up
  • Act as liaison with surety companies and maintain surety relationships
  • Act as liaison with clients and client staff
  • Assist Client Advisors & other team members
  • Prepare routine/follow-up correspondence – paper and electronic
  • File, draft, and/or send correspondence
  • Prepare overnight packages and receipts
  • Assist in mailings
  • Provide other administrative support, as directed

Requirements

  • Attention to detail, strong proofreading skills and commitment to a high level of accuracy
  • Ability to work independently with a high degree of interaction with team members
  • Demonstrated effective written and verbal communication, including the ability to actively listen and problem-solve with minimal assistance
  • Excellent time management and prioritization skills
  • Ability to multitask and use discretion with sensitive information
  • Maintain a professional demeanor and positive attitude
  • Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position
  • Ability to author routine reports and correspondence
  • Fluent ability with Microsoft Outlook, Word and Excel
  • Ability to anticipate and solve practical problems or resolve issues
  • Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people
  • Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities
  • Excellent skills in reliability, initiative, and stress tolerance
  • Ability to use good judgment and foresight
Benefits
  • Comprehensive medical insurance, dental insurance, and vision insurance
  • Life and disability insurance
  • Fertility benefits
  • Wellness resources
  • Paid sick time
  • Generous paid time off and holidays
  • Employee Assistance Program (EAP)
  • Complimentary Calm app subscription
  • Immediate vesting in a 401(k) plan
  • Health Savings Account (HSA)
  • Flexible Spending Account (FSA) options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity leave and paid paternity leave (including for adoptive parents)
  • Legal plan options
  • Pet insurance coverage
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
proofreadingcontract reviewbond preparationbilling accounts receivablereport authoring
Soft Skills
attention to detaileffective communicationtime managementmultitaskingproblem-solvingprofessional demeanorreliabilityinitiativestress tolerancediscretion